Integrate SmartHR with Forecast

Send information between SmartHR and Forecast automatically, without writing any code, using Zoho Flow.

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Initiate a task in Forecast when a new hire is added in SmartHR

Guarantee the seamless inclusion of new team members into the company without encountering delays. This flow will create a new task in Forecast each time a new employee is added to SmartHR.

How it works
  1. The flow triggers when a new employee is added in SmartHR.
  2. Zoho Flow creates a new task in Forecast.
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Initiate a task in Forecast when a new hire is added in SmartHR

SmartHR + Forecast

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Supported triggers and actions

Integrate SmartHR and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Employee added

Triggers when a new employee is added

Employee updated

Triggers when the details of an existing employee are updated

New sprint

Triggers when a new sprint is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New project

Triggers when a new project is created

New person

Triggers when a new person is added

New time entry

Triggers when a new time entry is created in the selected project

All Actions - Actions are the automated tasks

Invite user

Sends an invite to the specified user

Fetch employee

Fetches the details of an existing employee by ID

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Create label

Creates a new label

Create project

Creates a new project

Create time registration

Creates a new time registration

Create client

Creates a new client

Create task

Creates a new task

Create subtask

Creates a new sub task/to-do

Add person

Adds a new person

Fetch label

Fetches an existing label by name

What is SmartHR?

SmartHR is HR software that helps you manage employee data and core administrative processes such as onboarding, hiring, payroll, employee relations and more, in a single integrated solution.

HR

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

Build comprehensive workflows using

Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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